Carolina Tax, Trusts & Estates

  5.0 – 8 reviews   • Estate planning attorney

Carolina Tax, Trusts & Estates 28387

Carolina Tax, Trusts & Estates is a unique law practice designed to give you the professionalism that you expect, but in a relaxing environment and without the pretension of your normal law office. We are dedicated to our local community and even proudly showcase local artists in our offices. Conveniently located in Historic Downtown Southern Pines in a lovely historic home, this firm focuses its efforts on those things that affect all families in Moore County and the surrounding areas.

Service Options: Onsite services· No online appointments

Hours

SaturdayClosed
SundayClosed
Monday9AM–5PM
Tuesday9AM–5PM
Wednesday9AM–5PM
Thursday9AM–5PM
Friday
(Veterans Day)
Closed

Address and Contact Information

Address: 135 E Massachusetts Ave, Southern Pines, NC 28387

Phone: (910) 725-0498

Website: https://www.nctaxtrustsestates.com/

Services

Estate Planning Attorney
Adult Guardianship
If an adult becomes mentally incompetent, but does not have a properly sufficient power of attorney document allowing someone else to act on his or her behalf under these circumstances, then a court proceeding needs to occur to determine whether the person is officially legally incompetent.
Asset Protection Planning
One of the most important decisions, from an asset protection, tax, and practical standpoint, that a person can make is whether or not to form a business, regardless if it be anything from a real estate holding company to a medical practice. Today, by far, the most common form of business formation.
Business Formation
Carolina Tax, Trusts & Estates is here to consult with current and prospective business owners, and to assist them in drafting operating agreements, getting the business registered with the state, and everything else that goes with the creation of a business.
Business Law Consultation
We invite you to contact us for a complimentary consultation about your business law needs and how Carolina Tax, Trusts & Estates business formation attorney can assist you in meeting your goals.
Business Planning
Business Protection
Charitable Planning
Complimentary Consultation
Comprehensive Estate Planning
We invite you to contact us for a complimentary consultation about your estate planning needs and how Carolina Tax, Trusts & Estates can assist you in meeting your goals. We discuss our anticipated fees upfront and you incur no costs until we mutually agree to serve as your estate planning attorney.
Distribution Of Assets
Document Preparation
Dynasty Trusts
Estate Matters
Estate Planners
Estate Planning Attorney
Based in a beautiful, historic Southern Pines home, Carolina Tax, Trusts & Estates offers comprehensive estate planning services throughout the Sandhills of North Carolina. We offer guidance and document preparation tailored to each client’s specific goals and finances.
Estate Planning Consultation
Estate Planning Documents
Estate Planning Law
Estate Tax Planning
Financial Planner
Financial Planning
Free Consultation
Guardianship Lawyer
If a guardianship is necessary, Carolina Tax, Trusts & Estates is capable of initiating guardianship proceedings (and, occasionally, upon request, can serve as Guardian).
Irrevocable Trusts
Planning For Minor Children
Real Estate
Revocable Living Trust
States Tax
Tax Controversy
Tax Defense
Attorney Bob Gallagher worked as a Trial Attorney at the U.S. Department of Justice before entering private practice. If you have a serious tax problem you need serious help to get right with the government. Bob knows the system inside and out, and will help you achieve the best possible results.
Tax Lawyer
A tax lawyer has the experience and the knowledge you need to navigate your tax issues. Attorney Jesse Coyle has a Master of Law degree in Taxation with a concentration in Estate and Personal Financial Planning.
Tax Returns
… View more

Photo Gallery

Related Web Results

Carolina Tax, Trusts & Estates – Sandhills, Southern Pines, NC …

Carolina Tax, Trusts & Estates is a Southern Pines, North Carolina estate planning and probate law firm serving the Sandhills.

Robert J. (Bob) Gallagher – Carolina Tax, Trusts & Estates

Robert J. (Bob) Gallagher handles estate matters and represents taxpayers in Internal Revenue Service and North Carolina Department of Revenue disputes.

Changes to North Carolina Trust Taxation – Cherry Bekaert

If you filed a fiduciary income tax return in North Carolina or in … non-grantor trusts (typically irrevocable trusts that are taxed as …

Reviews

Amity Aldridge
Jesse is extremely knowledgeable and helpful. He takes the extra time to explain things in a clear and concise way that makes sense to those of us who don’t speak lawyer. He is easy to talk to, and genuinely cares. I highly recommend him!
… more
Kat Romero
I only had an over the phone experience but the lady I spoke to was so helpful! What I was looking for wasn’t in really in her scope of work so she gave me a little info and a referral to someone she believed could help. She was kind and knowledgeable. My experience was a good one!
… more
MusicMakers OTS
Positive: Professionalism, Quality, Responsiveness, ValueI can’t say enough good things about Jesse Coyle and his employees. They have ALWAYS been there when I needed them, and even when I didn’t know I needed them. I love the personal touch they give to their services. Jesse is very knowledgeable and if I have come to him with legal matters out of his specialty — he is in touch and has a great association and rapport with many of the other professionals in the area and even outside of Moore County in giving referrals. I am very fortunate to know and have done (and will continue to do) business with them.I can’t say enough good things about Jesse Coyle and his employees. They have ALWAYS been there when I needed them, and even when I didn’t know I needed them. I love the personal touch they give to their services. Jesse is very …More
I can’t say enough good things about Jesse Coyle and his employees. They have ALWAYS been there when I needed them, and even when I didn’t know I needed them. I love the personal touch they give to their services. Jesse is very knowledgeable and if I have come to him with legal matters out of his specialty — he is in touch and has a great association and rapport with many of the other professionals in the area and even outside of Moore County in giving referrals. I am very fortunate to know and have done (and will continue to do) business with them.
… more
Donald Young
Positive: ResponsivenessI am an American who resides in Toronto Canada. When my mother passed away in Southern Pines in 2018 I was left with a complex and daunting estate situation. I was referred to Jesse to deal with the matter. I no longer had any contacts in the area, knew nothing about Jesse, but after a very personable chat with him I decided to engage his services. I am extremely glad I did. He began by patiently explaining to me all the details concerning multiple trusts involving several financial institutions and other complex matters in a manner I could easily understand. He then proceeded to deal with all the complexities of the estate in a most expeditious and timely manner. The estate was settled in far less time than I would have expected. I also found his fees to be completely reasonable. I would also note that after the matter was settled a number of issues arose involving the very slow disbursements from various financial institutions that I found distressing. Jesse managed to rectify this and I was charged nothing for his extra efforts which were considerable. I found this quite generous.In light of the above I would strongly recommend Jesse’s services to anyone. He is efficient, clear in his explanations, able to deal with complex financial matters and always readily available.Looking back, I placed a lot of trust in a man I never met and in fact still have not met personally given the distances involved. And that is my only regret. I always found him personable, engaging, concerned and extremely pleasant in every way. I now consider him a friend.Dr Donald YoungPsychologistToronto CanadaI am an American who resides in Toronto Canada. When my mother passed away in Southern Pines in 2018 I was left with a complex and daunting estate situation. I was referred to Jesse to deal with the matter. I no longer had any contacts in …More
I am an American who resides in Toronto Canada. When my mother passed away in Southern Pines in 2018 I was left with a complex and daunting estate situation. I was referred to Jesse to deal with the matter. I no longer had any contacts in the area, knew nothing about Jesse, but after a very personable chat with him I decided to engage his services. I am extremely glad I did. He began by patiently explaining to me all the details concerning multiple trusts involving several financial institutions and other complex matters in a manner I could easily understand. He then proceeded to deal with all the complexities of the estate in a most expeditious and timely manner. The estate was settled in far less time than I would have expected. I also found his fees to be completely reasonable. I would also note that after the matter was settled a number of issues arose involving the very slow disbursements from various financial institutions that I found distressing. Jesse managed to rectify this and I was charged nothing for his extra efforts which were considerable. I found this quite generous.
… more
Robert DeGange
Positive: Professionalism, Quality, ResponsivenessThe firm is very responsive, thorough and professional, the expertise and attention to detail is notable.
The firm is very responsive, thorough and professional, the expertise and attention to detail is notable.
… more
John Gorman
Just Jessie is great it is legal assistant was very good
… more
George Manley
great people , highly recommend them
… more
Kristin Whiteford
… more
… View more

Leave a Comment

Please rate

Do not miss this experience!

Ask us any questions